Services

Everything we can take care of

What Caplette & Co does for individuals, families and businesses in South Surrey, and exactly what each service includes.

Corporate tax and year-end

We close your books for the year, prepare financial statements, file your T2 corporate return and BC schedules, and look at how you pay yourself through salary and dividends.

Who it's for

Incorporated small businesses and professional corporations.

Timing

Due six months after your fiscal year-end.

Ask about this service

What's included

Year-end adjustments and financial statements
T2 corporate return with BC schedules
Salary and dividend planning for owner-managers
T5 slips for dividends paid

Personal tax returns

We prepare your return from your slips and receipts, check every credit and deduction you qualify for, and explain the result before anything is filed.

Who it's for

Employees, students, retirees and families.

Timing

Due April 30 for most people.

Ask about this service

What's included

T1 preparation and electronic filing
Spouse and family returns prepared together
Credits for tuition, medical, donations, childcare and moving
BC credits, including the renter's tax credit
A walk-through of your notice of assessment when it arrives

Bookkeeping

Send us your statements and receipts, or give us access to your accounting software. We categorize transactions, reconcile bank and card accounts, and send you a short report you can actually read.

Who it's for

Small businesses that would rather not do it themselves.

Ask about this service

What's included

Bank and credit card reconciliation
Income and expense categorization
Monthly or quarterly profit and loss reports
Clean-up of past periods that fell behind

Get in touch

Not sure which service you need?

Call, or send a message and we'll reply within one business day.

Call 604 538 1154 Send a message